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SPDR S&P 500 ETF Trust

3,661 hedge funds and large institutions have $309B invested in SPDR S&P 500 ETF Trust in 2023 Q4 according to their latest regulatory filings, with 508 funds opening new positions, 1,497 increasing their positions, 1,259 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,661
Holders Change
+360
Holders Change %
+10.91%
% of All Funds
53.66%
Holding in Top 10
1,064
Holding in Top 10 Change
+134
Holding in Top 10 Change %
+14.41%
% of All Funds
15.6%
New
508
Increased
1,497
Reduced
1,259
Closed
88
Calls
$262B
Puts
$448B
Net Calls
-$185B
Net Calls Change
-$10.4B
Name Holding Trade Value Shares
Change
Shares
Change %
Financial Engines Advisors
826
Financial Engines Advisors
California
$17.9M +$601K +1,260 +3%
OC
827
Oakworth Capital
Alabama
$17.9M -$470K -988 -3%
IBOK
828
Independence Bank of Kentucky
Kentucky
$17.8M +$1.21M +2,548 +7%
AFG
829
Albion Financial Group
Utah
$17.8M -$1.9K -4 -0%
GAG
830
GM Advisory Group
New York
$17.8M -$173K -365 -1%
SCA
831
Snowden Capital Advisors
New York
$17.8M +$717K +1,508 +4%
AWM
832
Aprio Wealth Management
Georgia
$17.7M -$1.77M -3,730 -9%
GVAG
833
Great Valley Advisor Group
Delaware
$17.7M +$659K +1,387 +4%
WIA
834
World Investment Advisors
California
$17.6M +$6.37M +13,363 +57%
TWM
835
Thrive Wealth Management
Pennsylvania
$17.6M +$760K +1,599 +5%
TC
836
TAP Consulting
Missouri
$17.5M +$2.69M +5,667 +18%
TM
837
Tikvah Management
North Carolina
$17.5M
LA
838
Legacy Advisors
Pennsylvania
$17.5M -$1.16M -2,432 -6%
FMWA
839
Forvis Mazars Wealth Advisors
Missouri
$17.4M -$1.12M -2,353 -6%
GCM
840
Ghisallo Capital Management
Massachusetts
$17.4M -$9.25M -19,453 -35%
SB
841
Sunflower Bank
Texas
$17.4M -$937K -1,971 -5%
IAA
842
Ironsides Asset Advisors
North Carolina
$17.4M -$7.26M -15,274 -29%
WWP
843
WR Wealth Planners
Missouri
$17.2M +$92.7K +195 +0.5%
GFS
844
GYL Financial Synergies
Connecticut
$17.2M -$726K -1,527 -4%
VPP
845
Vertex Planning Partners
Illinois
$17.2M +$1.71M +3,591 +11%
WFA
846
Wellspring Financial Advisors
Ohio
$17.1M +$475 +1 +0%
VAMG
847
Voisard Asset Management Group
Michigan
$17.1M +$17.1M +36,047 New
ST
848
Sentinel Trust
Texas
$17.1M -$145K -305 -0.8%
SC
849
Saiph Capital
New Jersey
$17.1M +$60.8K +128 +0.4%
PA
850
Parallel Advisors
California
$17.1M -$3.85M -8,096 -18%